fomofeed live theses from fomo.family

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@lordarbiter Top Trader

Steady $1M+ revenue each day + $3.36M+ earmarked for buyback, at this rate, PONS will burn at least 0.8-1% per week and with limited PONS available on LP right now. Repricing to $5.5 is not about if but when. https://stateofblocks.com/dashboards/pons-terminal/ https://www.ponsfamily.com/analytics

14 likes

Details

Posted upstream
2026-09-09 03:20:20 UTC
First seen
2026-09-17 05:30:28 UTC via trade comments
Chain
Robinhood Chain (4663)
Token address
0x39dbed3a2bd333467115de45665cc57f813c4571
Author's older theses
17

Other theses on this trade

@lordarbiter Top Trader
Pons$2.2M+2,458%

Shit, owen is back from retirement and posted a thesis about pons. https://x.com/owen1v9/status/2100385562041397519

5 likes 0 replies
@lordarbiter Top Trader

Okay, Clarity might be no go, but still we will giga send to $5.5B

13 likes
@lordarbiter Top Trader

Pons is the fourth protocol that accrues fees, higher than PUMP. If we remove Tether and Circle, which centralized stablecoin issuer, Pons would be the second protocol, right behind Uniswap (which is live on 47 chains), while Pons only lives on RHC. 30d = $101.48M 7d = $58.02M 24hr = $5.24M Fees also stabilizing between $900k - $1.1M+ per day https://defillama.com/fees https://stateofblocks.com/dashboards/pons-terminal/

14 likes
@lordarbiter Top Trader

You should check latest Vlad's interview imo, it's basically alpha + PONS coded here. We will blast 1B mcap soon and then flip Pumpfun. $5.5 is coded. https://x.com/MEADGod/status/2097878413503549814

15 likes
@lordarbiter Top Trader

Not all projects will do B-1 Transparency Filing, but Pons does. Institution and Massive CEX Listings soon? https://x.com/Blockworks/status/2097750569666625768

10 likes
@lordarbiter Top Trader

Okay, Cumberland (OTC + MMs + Institutional Liquid Funds) is accumulating PONS and you're sidelined? ngmi. https://x.com/lookonchain/status/2097201781386420228 Social acc: https://x.com/CumberlandSays

17 likes
@lordarbiter Top Trader

30% PONS burned. Next stop is $1.4 https://x.com/TGWCapital_/status/2097086604821098635

9 likes
@lordarbiter Top Trader

PONS is the fastest company in history to reach 100m ARR. Insane. https://x.com/0xBobdbldr/status/2096869643168186433

8 likes
@lordarbiter Top Trader

Actually, the adjusted circ. marketcap is around $650m (~30% burned), so it's better to value PONS based on revenue generated not mcap. From: https://x.com/that1618guy/status/2096129783595933787 > $145k/d (PONS 30d avg) → $0.24-0.30 > $200k/d → $0.34-0.41 > $360k/d (PONS 7d avg) → $0.60-0.74 (we are here) > $843k/d (08/30 only) → $1.41-1.74

25 likes
@lordarbiter Top Trader

$5.5 coded. Pons did this in <2 months btw: - #01 Launchpad on RH - Survive vamp from Bonk, Rialto, Uniswap, Sushi and many more - Multiple 70-90% drawdown - Perps on Hyperliquid, Aster and many CEXs - Upcoming listing on Robinhood - Burned 30% supply - $1M+ of revenue in the past few days - $5B cumulative volume - $34M creator earnings - Become the poster child for Robinhood - Uniswap surrender, they bought PONS, lol

29 likes
@lordarbiter Top Trader

uniswap purchased pons token for long term alignments. this not gonna be the first, more to come. $142 coded. https://x.com/ponsdotfamily/status/2095624093944979950

12 likes
@lordarbiter Top Trader

Pons added to Robinhood Assets. 5.5 coded. https://x.com/NewListingsFeed/status/2095142118398582850

14 likes
@lordarbiter Top Trader

They say that the ceiling now should be $142, you only need 10,000 to retire.

9 likes
@lordarbiter Top Trader

gpons. i can smell rh listing soon and others as well. < $5B is fud.

19 likes